Everest Management Corp.
CIK: 0002056683Latest portfolio: $179.3M · Q4 2025
Holdings
63
Total Value
$179.3M
New Positions
63
Closed Positions
0
Top Holdings
View All 63 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | DFUSDIMENSIONAL ETF TRUST | 702,761 | $52.1M | 29.07% | NEW | |
| 2 | AAEQEA SERIES TRUST | 381,936 | $18.8M | 10.51% | NEW | |
| 3 | GOOGLALPHABET INC | 43,085 | $13.5M | 7.52% | NEW | |
| 4 | GOOGALPHABET INC | 42,798 | $13.4M | 7.49% | NEW | |
| 5 | VOOVANGUARD INDEX FDS | 10,088 | $6.3M | 3.53% | NEW | |
| 6 | AMZNAMAZON COM INC | 23,800 | $5.5M | 3.06% | NEW | |
| 7 | VTIVANGUARD INDEX FDS | 15,133 | $5.1M | 2.83% | NEW | |
| 8 | MSFTMICROSOFT CORP | 9,162 | $4.4M | 2.47% | NEW | |
| 9 | IXUSISHARES TR | 51,676 | $4.4M | 2.44% | NEW | |
| 10 | NVDANVIDIA CORPORATION | 22,965 | $4.3M | 2.39% | NEW | |
| 11 | DFACDIMENSIONAL ETF TRUST | 108,049 | $4.3M | 2.39% | NEW | |
| 12 | AVGOBROADCOM INC | 10,853 | $3.8M | 2.09% | NEW | |
| 13 | VXUSVANGUARD STAR FDS | 48,915 | $3.7M | 2.06% | NEW | |
| 14 | AAPLAPPLE INC | 12,092 | $3.3M | 1.83% | NEW | |
| 15 | GSLCGOLDMAN SACHS ETF TR | 20,422 | $2.7M | 1.51% | NEW | |
| 16 | VTVVANGUARD INDEX FDS | 11,218 | $2.1M | 1.19% | NEW | |
| 17 | RSPINVESCO EXCHANGE TRADED FD T | 10,862 | $2.1M | 1.16% | NEW | |
| 18 | GBILGOLDMAN SACHS ETF TR | 19,242 | $1.9M | 1.07% | NEW | |
| 19 | VVISA INC | 4,886 | $1.7M | 0.96% | NEW | |
| 20 | DIHPDIMENSIONAL ETF TRUST | 42,866 | $1.4M | 0.76% | NEW | |
| 21 | IVVISHARES TR | 1,967 | $1.3M | 0.75% | NEW | |
| 22 | ORCLORACLE CORP | 6,246 | $1.2M | 0.68% | NEW | |
| 23 | JQUAJ P MORGAN EXCHANGE TRADED F | 17,438 | $1.1M | 0.61% | NEW | |
| 24 | SPMCSOUND POINT MERIDIAN CAP INC | 79,798 | $1.1M | 0.61% | NEW | |
| 25 | INTUINTUIT | 1,632 | $1.1M | 0.60% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($5.212318840632651e+121T)
Technology0.0% ($4.4304282375632875e+35T)
Communication Services0.0% ($1348513.4T)
Healthcare0.0% ($456.2B)
Consumer Cyclical0.0% ($5.5B)
Consumer Defensive0.0% ($329.3M)
Unknown0.0% ($485K)
Energy0.0% ($280K)
Filing History
Fund Information
Everest Management Corp. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $179.3M across 63 holdings. The largest position is DIMENSIONAL ETF TRUST (DFUS), representing 29.1% of the portfolio. Compared to the previous quarter, the fund opened 63 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.